Field Service Lightning

Salesforce Field Service Mobile provides a standard technician experience that companies can extend to fit their own service processes. This article looks at areas where a custom mobile workflow can help: AI repair assistance, field documentation, external tools, back-office integrations, quotes and payments on site, barcode scanning and role-based mobile layouts. It also outlines four practical steps for planning a mobile workflow around the technician’s work.

As field service businesses grow, manual scheduling and scattered data start to break down. This article walks through five practical questions — covering scheduling, data quality, exception handling, technician workflows, and decision ownership — that help service leaders assess whether they're ready to introduce AI and automation with Salesforce Field Service, without losing operational control.

We have reviewed pretty big Field Service Release Notes Summer 2022 and prepared for you the 10 most interesting and useful features in the release. The article will save time on studying the release while highlighting the most important points.